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Computer software for service based business

June 2008

In this edition

  • W3C [World Wide Web Consortium] standards and the AM-Win website.
  • Am-Win Support Solutions
    • Credit a customer using one of two cash methods
  • Business Tips
    • Launch marketing initiatives via e-mail
  • Windows Tips
    • MS Windows - Search a folder
    • MS Word - centre a paragraph by using a keyboard shortcut, auto  page scrolling
    • MS Excel - activate the formula bar without using your mouse
  • Whoops
  • Jokes 


Survey

Please note that there is no new survey this month.

Feed back and submissions

We appreciate your feedback and submissions. Want to say something or submit an article or joke. The e-mail address is webmaster@am-win.com.au

W3C [World Wide Web Consortium] standards and the AM-Win website.

The newsletter may look a little different this month. The font has been changed and when you wave your mouse over a picture it will now display a text note. There are also many other subtle changes as well.

The reason for this is that we have updated to a new web authoring software program.  The new software offers us the ability to design and write web pages that comply with current W3C [World Wide Web Consortium] standards. In simple terms these standards ensure that all web sites work correctly in all web browsers and also ensure that people with disabilities are not disadvantaged when viewing pages.

The update will also allow us to take advantage of some of the new technologies that are available and we will soon be announcing the release of a new web based module called web listings which uses one of those new technologies.

The rest of our website will be updated over the next month or so. There are around 350 pages on the site all with copious amounts of code to be updated so it is a huge task but when completed the site will be compliant throughout with the new standards.

We invite your feedback especially if you are not able to view the newsletter correctly in your browser. We would be interested to hear from those with wide screen monitors and from those who are using web browsers other than Microsoft Internet Explorer to ensure that the newsletter page views correctly.

Please e-mail our webmaster at webmaster@am-win.com.au if you would like to offer feedback.

AM-Win Support Solutions

Remember - All of the AM-Win support solutions published in the newsletter are added to our knowledgebase library. To access the library simply login to our website. 

Crediting a customer using the CASH method

This Option is selected if the Amount you wish to credit a customer using the CASH credit method.

For example a customer purchases some parts and pays you in cash. However he comes back later and tells you that he didn't need the parts and you decide to credit the original invoice and give him his money back.

In our example you have written your invoice for parts to the client to the value of 349.70 and received payment by cash.

cash credit enquiry

If you do an enquiry on the customers account it will look like this.

cust enquiry screen

Now the customer brings the goods back and you need to give him all of his money back I.E give him a cash credit    for the entire invoice.

In the AM-WIN window, from the top menu choose Customers, left click and choose Credit Returns.

Select the appropriate customer.

The customer returns window will appear. Now select the invoice button at the bottom of this screenCash credit - select invoice

Select the appropriate invoice. The selected the selected invoice will be displayed.

select invoice

Important - Select credit method cash. If you DO NOT select the cash credit method the amount will be treated as an account credit and you will finish up with an unallocated credit amount on the account.

Credit method cash

Left click on the process button and the transaction is now complete.

If you do an enquiry on the customer's account it will now look like this.

cust enquiry after cash credit is processed

You will notice that AM-Win has taken care of all of the transactions and if you were to check the appropriate ledger accounts you will find that they have all been updated.

How to only credit only one item on the invoice using the cash credit method.

You have twenty people waiting at the counter and your customer returns one item that he purchased with cash. You need to do it fast.

In the AM-WIN window, from the top menu choose Customers, left click and choose Credit Returns.

Select the appropriate customer.

Select the part no [use your bar code wand if you have one] and enter the part into the credit note.

Important - Select credit method cash. If you DO NOT select the cash credit method the amount will be treated as an account credit and you will finish up with an unallocated credit amount on the account.

Left click on the process button and the transaction is now complete.

Note that this method can also be used to credit a  disputed charge or an overcharge.

For example you have made up a workshop invoice and have added consumables and sundry items charge of $15.00. Your customer says "I'm not paying that."

Use the above method to credit the charge but instead of selecting a part number select the same general ledger number that you used to apply the charge. If the client is paying cash use credit method cash before processing the invioce.

Note that the above methods are suitable for cash transactions only. If you select any credit methods other than CASH they will be handled accordingly.

Business Tips

Launch marketing initiatives via e-mail

How do you make sure your customers are getting the incentive they need to keep coming back?  More to the point, how do you do it when you've got a million other matters to deal with at the same time?

Businesses that want to present a personalised and professional approach to customer service are turning more and more to the power of e-mail. It's not a viable option for every business, but it is for those with the interest and inclination to use technology to build customer loyalty and ultimately their bottom line.

When you're ready to use cutting-edge e-mail strategies to build your business, here are some notes that may help you to get started.

1. Launch marketing initiatives via e-mail

There are a number of ways to use e-mail to deepen the bond between you and your customers.

The most appropriate starting point may be to solicit customer e-mail addresses at point-of-sale and launch an e-mail relationship. This can be as simple as thanking them for their purchase and asking them if they would like to receive your monthly newsletter or specials by e-mails. From experience you'll find not too many of your clients will say no.

Next steps may be to alert customers about special events or promotions.

This might involve a mailing to your entire e-mail list or targeted mailings. For example you may be targeting a range of clients with a product for four wheel drives so you'll want to exclude all clients who don't have four wheel drive vehicles.

One thing to keep in mind with e-mail marketing is that you need to send messages that offer some real value. Most people's e-mail in-boxes are overloaded and if you want them to consistently open and read your messages, they need to be timely, they need to contain information of interest (think articles that they will find interesting, informative and useful as well as discounts, coupons, special offers) and they need to be brief.

If you have the resources, an alternative to a steady diet of promotional e-mails is to create an e-mail newsletter that contains real content in addition to special offers.

It doesn't have to be elaborate. For instance, if you run a marine dealership, you might send out a quarterly e-mail newsletter that includes a couple of seasonal boat care tips, plus any special promotions on marine accessories that you might be offering. Why not ask your major supplier of accessories for a PDF copy of their promotions [the ones that you give to your clients when they come in to see you] and attach it your marketing emails as well.

You could also mention new services or new staff. Or maybe two or three of the used boats that you have for sale. It's a bit like fishing you where you might use several different size hooks in case several types of fish are lurking beneath your boat so make sure that you mention 3 different types or price range of boat so that you catch those who are looking for different boats at different price levels.  Again, it needs to be timely, topical and brief. An e-mail newsletter that offers valuable information is a particularly effective way to build long-term customer loyalty.

A Word of caution: Here's the most important thing you need to know about e-mail marketing: You need have to obtain
permission to send mail to an e-mail address. Spamming your customers is not only illegal but you stand the risk of angering and alienating them.

Make sure that you include a note that lets them know that they can contact you if they don't want to receive any more marketing mailings from you. The note can be in smaller [say 8 point] text at the end of your message. For an example check out the e-mail that you received to let you know that the newsletter had been updated.

2. Use e-mail to convey a professional image

Sometimes small touches can make a big difference in how your business is perceived.  As you send business e-mail to customers, suppliers and others, consider these "small touches" that help market your business.

Use a professional font. - How many times have you received an e-mail where the style of the words [font] looked terrible. You wouldn't use it for a professional letter so why use it in an e-mail. Stay with the tried and true fonts like Arial. You might like to give 10 point Verdana a try as well as it is a professional yet easy to read font. It's the same font as we use for this newsletter. Stay with black fonts as well as other colours can be hard to read. Never ever use stationary backgrounds. Just to be sure that I have my message across never ever use stationary backgrounds.

Use your own URL [Web Address] - If you have a web address you should have a web mail box that matches your web address. For example at AM-Win we have the web address www.am-win.com.au and all our mail addresses are from someone@am-win.com.au

This is the professional approach to business e-mail. Don't use your ISP address [eg businessname@telstra.com or harry@optus.net - your marketing e-mail is from you at your business name - not from someone at telstra or optus.

The worst faux pas that you can make is to use a hotmail account. Everyone knows that hotmail is free and when I receive an e-mail from a business that's using hotmail the first thing I think of is "unprofessional" and "on the cheap". Don't convey that message to your clients.

Attach a V-card. - This is another way to ensure your business information gets passed along. A V-card is the Internet standard for creating and sharing virtual business cards. You can easily create a V-card and attach it to messages you send to customers. Once again - remember to use a professional font.

E-mail signatures. This is the text or graphics that can go under your name in an e-mail message. Some people use inspirational quotations or funny sayings, but you can use it to promote your business. You might use your company's marketing tagline or even a special offer or promotion, since you can easily change your e-mail signature with a few quick clicks in Outlook. Remember the font as well - scratchy scrawly coloured signatures do not look professional.

No matter how you use e-mail to further your business goals, there are two benefits that any business owner can appreciate: e-mail is fast — and it's affordable

Tip in a Tip. Check with your ISP: Some of the big name Internet Service Providers have a 10 at a time limit on sending e-mails to protect their mail servers from an overload of mail.  What this means for you is that you will only be able to send mails to your list 10 at a time - a long and frustrating task if you have a reasonable number of clients on your list. If you have a large mailing list it may pay to check with your ISP to ensure that you are able to send mail to your mail list.  If they have a limit and you want to market to your clients by e-mail there are plenty of decent ISP's out there who don't specify a limit or who are prepared to discuss your requirements with you.

Windows Tips

Remember - All of the Windows, MSWord and Excel  tips published in the newsletter are added to our knowledgebase library. To access the library simply login to our website.

Windows

Search a folder

When I’ve misplaced a file, I generally know which folder it’s in, but it’s usually lost in a maze of documents or buried in a subfolder. I just can’t remember which subfolder. This is a great way to search a folder quickly.

Locate the folder where you think the file’s located, right-click the folder, and then click Search.  A Search window will open, ready to search for the selected folder and only that folder. This is much quicker than launching Search and navigating your hard drive to the folder.

Search a folder

MS Word

Centering a paragraph with the Formatting toolbar is easy. Centering one with the keyboard is even easier, but few people know the shortcut to use. Here’s how to do it. (This tip works with Microsoft Word 97, Word 2000, Word 2002, and Word 2003.)

Most people, if they need to centre a paragraph, use the Centre tool on the Formatting toolbar. While this is quick and easy enough, it can be distracting and frustrating to constantly switch between the keyboard and the mouse.

If you want to centre a paragraph by using a keyboard shortcut, simply press Ctrl+E. The paragraph in which the insertion point is located is centered the same as if you clicked on the Centre tool.

Automatic scrolling - an undocumented Word command

Microsoft and various other vendors, have been offering mice with a special little wheel or lever between the two buttons. The purpose of the wheel or lever is to scroll quickly through a long document. If you do not have such a mouse you can still get the benefits of automatic scrolling through an undocumented Word command. Simply follow these steps:

Choose the Customize option from the Tools menu. Word displays the Customize dialog box.

Click on the Commands tab. A list of Word commands appears. (Click here to see a related figure.)

word customise dialog box

In the left side of the dialog box, select the All Commands option.

In the right side of the dialog box, select the AutoScroll option.

Drag the AutoScroll option to some place on one of your toolbars. When you release the mouse button, a button named Auto Scroll should appear on the toolbar.

Click on Close to close the Customize dialog box.

To use your new command, simply click on the new toolbar button. When you do, the vertical scroll bar at the right side of your screen changes. A new double arrow appears in it. As you move the arrow up and down along the scroll bar, you control how fast the document scrolls either up or down.

To exit the scrolling mode, you can either press the Esc key or click the mouse button.

Excel

Summary: Hate to take your hands off the keyboard while working on a worksheet? Here’s one way to activate the Formula Bar without the need of using the mouse. (The first part of this tip works with Microsoft Excel 97, Excel 2000, Excel 2002, Excel 2003.  Click here for Excel 2007 instructions.

The Formula bar, just above the work area in Excel, shows the formula or value in the currently selected cell. You can click on the formula bar to edit information within a cell, if desired. What if you want to activate the Formula bar by using the keyboard, however?

The quickest way to do this is simply to press F2. This tells Excel that you want to edit the contents of a cell. When you press F2, it is highly possible that Excel will simply expand the information in the cell and allow you to edit the information directly in the cell itself. If you don't like this behaviour, but instead want F2 to activate the Formula bar, follow these steps:

Choose Options from the Tools menu. Excel displays the Options dialog box

Make sure the Edit tab is selected as per following image

excel options box

Clear the Edit Directly In Cell check box.

Click on OK.

These steps won't work in Excel 2007. Follow these steps, instead:

Click the Office button and then click Excel Options. Excel displays the Excel Options dialog box.

Click the Advanced option at the left of the dialog box.

Make sure the Allow Editing Directly In Cell check box is cleared.

Click on OK.

Now, whenever you press F2 the Formula bar is selected and you can edit the formula there.

Whoops

whoops

Jokes

That's a lie, that's a lie.

John was a salesman's delight when it came to any kind of unusual gimmick. His wife Marsha had long ago given up trying to get him to change. One day John came home with another one of his more unusual purchases. It was a robot that John claimed was actually a lie detector. 

It was about 5:30 that afternoon when Tommy, their 11 year old son, returned home from school.

Tommy was over 2 hours late. 

Where have you been? Why are you over 2 hours late getting home? asked John. 

My friends and I went to the library to work on an extra credit project, said Tommy. The robot said -  That's a lie, that's a lie. [put on a monotone robot  voice when you tell the yarn]

Son, said John, this robot is a lie detector, now tell us where you really were after school. 

We went to Bobby's house and watched a movie. said Tommy. 

What did you watch? asked Marsha. 

The Ten Commandments. answered Tommy. 

The robot said That's a lie, that's a lie.  

With his lip quivering, Tommy got up, sat down and said, I am sorry I lied. We really watched a tape called Sex Queen. 

I'm ashamed of you son, said John. When I was your age, I never lied to my parents. 

That's a lie, that's a lie said the robot. 

Marsha doubled over in laughter, almost in tears and said, boy, did you ever ask for that one! Now don't be too hard on Tommy.  He takes after you because he's your son!

That's a lie, that's a lie.

leg

I myself honoured our friend

An old miser was dying. He had a great deal of money buried in his back yard and he wanted to take it with him when he went.

He decided that he would ask three of his most trustworthy associates to help him out. He approached his doctor,  his priest and his lawyer. He arranged to give them each a third of his money and they were to lift the lid of his coffin at the funeral and place the money in the coffin.

The old miser died and was buried in his coffin and after the funeral the three trusted associates got together at the local.

They were discussing the money and the priest said - What I waste - I couldn't see all that money go to waste when it could help so many poor people in the parish so I put $5000 in and kept the rest.

The doctor said - now that you have told me that I don't feel so bad.  I couldn't see the money go to waste when a new MRI machine would help so many of my patients so I used the money to buy the machine and I put $2000 in the coffin.

The lawyer spoke.  I can't believe you two. You were both trusted associates of the deceased and you were supposed to put all of the money in the coffin. I myself honoured our friend and put a cheque for the full amount in the coffin.

Until next month

AM-Win Team

C